Smart Investments & Insurance

Smart Investments is a financial consulting firm based in North Vancouver, British Columbia, focused on helping individuals and business owners gain confidence and control over their finances. Its approach is grounded in the belief that access to financial advice should have fewer barriers, and the firm aims to provide an inclusive, welcoming space where people can work toward financial security and personal goals.

For individuals, Smart Investments offers advice on mutual funds, retirement planning, and insurance solutions, supporting clients as they build investments, plan retirement income, or protect their financial future. Business services include tax-effective wealth accumulation and corporate risk management for self-employed people and incorporated businesses. The firm also provides tailored group benefit plans, including retirement and group benefits, to help businesses support their employees.

Smart Investments emphasizes justice, equity, diversity, and inclusion, and states its commitment to reconciliation and learning from Indigenous voices. Its website provides information about services, frequently asked questions, career opportunities, and client access, including a client portal and app.